Core Beliefs

Financial planning drives our integrated process
A mix of strategic and tactical strategies provide opportunities across a global investment spectrum
A long term investment horizon should be balanced with liquidity requirements
A coordinated approach to traditional and alternative investing achieves better risk adjusted returns

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Sheryl Smith

Director, Operations and Reporting

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Sheryl Smith is Director of Operations and Reporting located in the Family Endowment Partners Philadelphia office. Sheryl oversees the maintenance of all custodial and private investment data as well as the production and design of all client and performance reporting.

Previous Experience

Prior to joining Family Endowment Partners, Sheryl worked as an Operations Professional at a Philadelphia, Pennsylvania based wealth management firm. She was responsible for the daily upload of all custodial and private investment data, the creation of quarterly reports, and the execution and processing of client investment paperwork.

Education

Sheryl earned her BA in English from The George Washington University.